Extend an Existing Semantic Model with the CRM Analytics Metadata Bridge (Beta)

Use the CRM Analytics Metadata Bridge to add data from your CRM Analytics dashboards to an existing Customer 360 (C360) semantic model in Tableau Next, without changing the original model.

Note This feature is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer’s sole discretion.

The extend flow is a guided flow that analyzes your most-used dashboards, compares them against an existing semantic model, and adds only the new data to a semantic model in six steps:

1. Semantic model selection
2. Usage analysis
3. Recipe and dataflow review
4. Data lake object (DLO) creation for new source objects
5. Data model object (DMO) mapping for new source objects
6. Semantic model generation

The extend flow saves your progress, so you can stop and resume at any time.

At each step of the flow, you control the selection of recipes, dataflows, and data objects, while the flow maps the data for you. The flow identifies data objects already covered by the selected semantic model and doesn't duplicate them.

The base semantic model isn't modified. The bridge creates a new semantic model that extends the base with the additional data you select.

After the bridge generates a semantic model, add field and object descriptions to improve AI readiness.

Note The bridge automatically resolves cycles in object relationships. You can't manually override cycle resolution. A cycle occurs when object relationships create a loop, such as Account → Contact → Opportunity → Account. Unresolved cycles make a semantic model unusable for queries.

• Start the Extend Flow and Select a Semantic Model to Extend (Beta)
  Start the CRM Analytics Metadata Bridge, choose to extend an existing semantic model, and select the C360 semantic model to use as the base.
• Review Objects in the Base Semantic Model (Beta)
  During field mapping, the CRM Analytics Metadata Bridge shows source objects that are already in the base semantic model so you can focus on the objects that the extend flow adds.
• Generate the Extended Semantic Model (Beta)
  Review the data model objects that the CRM Analytics Metadata Bridge adds to the base semantic model, and then generate the extended semantic model.